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MonoJojoy13 (45.67) Submitted: 5/12/08 10:55 AM : Start Price: $25.17 YHOO Score: -1.15
Second in industry means good chances of being bought up. MSFT deal shows theres interest, and Yang has his head in the game, trying to maximize value to the shareholder. Mobile Web Apps are going to make this company all over again, and with a strong Q1 Yang may be actually pulling off the turn around. This may be a rocky ride, but expect an outperform.
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valunvesthere (46.51) Submitted: 5/12/08 11:24 PM
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Dear MonoJojoy13,Deal or no Deal, Yahoo is still the #2 web search engine.The last time I've checked #1 Google#2 Yahoo#3 Baidu#4 MSN#5 NHN#6 eBay#7 Time Warner (including AOL)#8 ASK.com and related#9 Yandex#10 Alibaba.comFinally, there's more than one fish in the ocean! I personally would like to see some sort of alliance of Yahoo, Baidu, Time Warner (includes AOL), and Alibaba.Sincerely Valunvesthere.
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valunvesthere (46.51) Submitted: 5/12/08 11:26 PM
Dear MonoJojoy13,Time for you to excercise your Motley Fools right to vote!!!http://boards.fool.com/Message.asp?mid=26640182&sort=postdateThank You for participating Fool democracy!!!Sincerely Valunvesthere.
MonoJojoy13 (45.67) Submitted: 5/13/08 7:45 PM
It's very true, but a YHOO alliance or merger will strengthen its number two position. This would be done as part of a long-term attempt to overcome GOOG. The benefit of any merger for any company is YHOO's audience. I agree there other companies out there, all of whom could be bought cheaper, but that any serious attempt to overcome GOOG is going to involve YHOO. As to your alliance proposal, that certainly would be attractive for YHOO, but I would be concerned about regulators. Politicians who stick their noses where they don't belong!Thanks for the reply.
synergize (98.33) Submitted: 5/14/08 10:38 PM
The price is moving up but volume is decreasing. So I think this is a bearish price movement. Its 3 year trend has been downward too. Although the price spike up last 2/1/2008 but that was in response to a good earnings report. But a week later it's been on a downtrend. If the report is well supported with confidence from investors the price should have gone up as they would buy more.The buyout from MSFT will drag for some time and I don't think something happening in the near future.
Stevem134 (50.25) Submitted: 5/28/08 10:47 AM
I agree the intrest of investor's in on the mind of Yang, he has it coming to him from all angles I am sure, but a buy out at this time with Microsoft may not be the best of intrest, I do not know what there angle is on the buy out but if it is to go after Google then Microsoft has deep enough pockets to get where they want to be and Yang can ask for a price. As for the market value I do not see anyone that is doing great right now I think Yahoo is holding there own they may fall a bit more but over all they are strong and they will come out okay no where near Google but okay just the same.
chriskolososki (52.25) Submitted: 5/29/08 10:14 AM
Yang needs to go! Yahoo! is a great company, but Yang isn't concerned about his shareholders.I am still long, but not a fan of Yang.
asilbs (71.50) Submitted: 6/05/08 11:02 AM
Yahoo! is experiencing the kind of investor relations nightmare that can ruin a company. Regardless of a turnaround, the only thing that might save Yang's job is his salary ($1). The market cannot be confident in a company, or its turnaround, when they aren't sure if the board of directors, the CEO, or the major investors will be around 6 months from now. Unfortunately, I do not believe Yahoo!, even as the top viewed portal in the world, can wring enough revenue out of its business model to remain a viable medium to long term option for investors.
jemvaughn (44.66) Submitted: 6/17/08 3:15 PM
Making the sale is not always possible -- lots of proposed sales have been very costly and/or did not go through lately. Caution
ikkyu2 (98.69) Submitted: 7/13/08 5:16 PM
"The game" is not the only thing that Yang has his head in.You'd have to go a long way to find a better example of a CEO bent on destroying shareholder value.